Financial Services Representative Opportunity

Job Overview

We are seeking a skilled Financial Services Representative - State Farm Agent Team Member to join our team. As a member of our dynamic team, you will have the opportunity to work with a variety of clients, providing them with personalized financial guidance and advice.

In this role, you will be responsible for:

• Creating and executing business plans with a career agent.
• Providing comprehensive financial planning and advice to State Farm customers.
• Collaborating with key partners and team members to build and maintain strong client relationships.
• Ensuring all documentation and key information is accurate and up-to-date.

Responsibilities

The ideal candidate will have:

• A minimum of 2 years of experience as a financial services representative or in a similar financial services role.
• Proven success in acquiring clients, building, and maintaining strong client relationships.
• Excellent communication and interpersonal skills.
• A passion for helping clients achieve their financial goals.

What We Offer

We offer a comprehensive benefits package, including:

• A competitive salary range between $50,000-$140,000 (including commission and production bonuses).
• A 401(k) match, medical, dental, vision, life insurance, and accrued paid time off (PTO).
• Access to top-tier training programs and mentorship from a successful career agent.
• A supportive and fun culture that emphasizes learning, growth, and enjoyment in the workplace.

About Michaels Insurance and Financial Services Inc.

We are a highly successful and well-respected firm dedicated to transforming the way financial advising is done. We value our employees' individuality and dignity, and we are committed to providing a welcoming and inclusive work environment.

Salary : $50,000 - $140,000